Campaign Builder

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The campaign builder is a visual, drag & drop interface that allows you to build a marketing and sales process from start to finish; including emails, landing page s and more. Your business may only require a single campaign to aut...

When constructing your campaign, build objects moving from the left side of the canvas, to the right side of the canvas. If you have a large campaign and need more canvas area to work with, hold right-click with your mouse and move y...

Automatically adding someone to a campaign How someone is added to a campaign is dictated by a goal in a campaign. For example, in the campaign below, the first goal is for a person to fill out a web form to request information. Once ...

A campaign is assembled by arranging a series of goals and sequences on the campaign canvas . After the campaign objects are in place, they are connected together to define one or more paths. Campaign connections are created sequentially, moving fr...

When sequences, communications, goals and other items in the campaign builder are created a status slider button will be at the top right of each configuration page. The best practice is to keep the slider in Draft mode until editing has been comple...

When you create a campaign, some of your business goals may have more than one possible outcome, and each outcome may take the contact down a different path. When this happens, Infusionsoft needs to evaluate the information available and...

Go to Marketing > Campaign Builder Click the Go to the Strategy Guide button. Follow the Strategy Guide and click on a campaign. You will be brought to the Infusionsoft marketplace in order to download the campaign. To download ...

Infusionsoft offers a tool that allows for you to test decision diamond logic, from within the decision diamond criteria setup. Below, are instructions on using this tool, to test decision diamond logic, in order to give you full confide...

We will capture prospects with a Landing Page, offering a free report titled, “ 7 Mistakes New Pool Owners Make That Cost Them Money ." In exchange for their email address, we will provide to them a free PDF document. Drag t...

Now that we have a web form goal, let's connect it to an automated sequence. Drag an Email Confirmation onto the canvas to the right of the landing page. Now, click and drag a Sequence to the right of the Email ...

Let's convert the prospect into a customer. Drag a Product purchased goal onto the campaign canvas to the right of the Sequence and give it a name Double-click the goal and set up the purchase goal. In this example, the goal is sati...

To copy and paste elements from within a campaign... Left click your mouse and select the objects you want to copy Once items are selected, right-click on one of the selected elements, and choose the option to 'Duplicate' ...

Create a Campaign Dashboard Widget to Gain Insight into Your Campaign Open a campaign that you have already published On the top-right of the canvas, click on the Actions button and select the first option, Create Reporting Widget... ...

Campaign merge field s are useful time-savers when information in your campaign changes frequently. For example, if you have five emails in a campaign that all reference a constantly changing date, a campaign merge field will save you from editing a...

Campaign links are useful time-savers when hyperlinks in your campaign emails change frequently. A campaign link works very similarly to a campaign merge field . Pro-Tips! There is no limit to the amount of campaign links you can...

A common question customers ask is "What happens when I make a change to an existing campaign and then re-publish it?" This article will answer specific questions that are commonly associated with re-publishing a campaign. Can I change t...

A contact that is entered into a campaign can go through different statuses while moving through Sequences or triggering Goals. These statuses are "Active," "Queued" and "Done." Pro-tip! Click any animated gif or ...

How to setup a campaign that will send and/or run an action continually. Pro tip! Click any image to view larger Create your campaign Navigate to Marketing > Campaign Builder Click on “Create my own Campaign” Name the campai...

Action sets can be used both inside and outside of a campaign in order to give you access to additional actions. The most common uses are to create orders for up-sells or running an action if a field is blank. Navigate to CRM > Settings C...

Use case: Selling tickets to Seminars and Training events where the buyer is not necessarily the attendee. Please Note! This only works with Order Forms as the shopping cart requires a lot of customized code to achieve different thank you pages b...

Infusionsoft web forms and landing pages have been updated to utilize Google's Invisible reCAPTCHA . This below icon will be visible in the lower right corner of the web page that includes an Infusionsoft web form, or a landing page that has In...

The Campaign Checklist helps you feel more confident hitting the 'Publish' button by automatically reviewing your campaign for common errors. Additionally, if a campaign contains a tag entry goal to start the campaign, Infusionsoft will prom...

Here are the steps to use when linking multiple Web Forms together using the Hidden Field Snippet. Create web form capturing information to be passed Navigate to Marketing > Campaign Builder Click on “Create my own...